Financial Planning for Finance Executives.
Because you shouldn’t have to build a spreadsheet outside of work.
The Big Financial Questions I Can Help You Answer
Am I optimizing my equity compensation correctly?
Vestings schedules, exercise timing, and tax withholding elections. I’ll ensure you’re not leaving money on the table due to timing and tax implications.
Should I max out my 401(k) or invest differently?
For high earners hitting contribution limits, it is crucial to determine whether Roth conversions, backdoor strategies, or taxable investing makes more sense.
How can I coordinate all my accounts into a single, cohesive strategy?
Rolling old 401(k)s, consolidating brokerages, optimizing asset location. We’ll create a unified strategy instead of managing disconnected pieces.
What’s my optimal tax strategy?
An approach that aligns with your income level and stock compensation. It’s not just about deferring taxes, it’s about reducing your lifetime tax bill.
Am I on track for the lifestyle I want in retirement?
Factoring in variable bonuses, stock compensation growth, and inflation to determine if your current savings rate supports your retirement vision.
How do major life changes affect my financial strategy?
New job offers, equity events, family changes - we’ll recalibrate our approach when your financial landscape shifts.
My Approach
After spending years in finance, I understand why many smart professionals often take a fragmented approach to their personal finances. It's not a lack of knowledge - it's a lack of bandwidth.
My approach is simple: I provide the analysis, you approve the strategy. Think of me as your personal CFO who speaks your language, understands your industry, and delivers clear recommendations without requiring you to build another model.
No homework. No spreadsheets. Just solid analysis and strategic guidance.
How We Work Together
Regular stratgic check-ins without overwhelming your calendar.
Quarterly Strategy Reviews
We’ll meet quarterly to review your progress, adjust for any changes in income or goals, and approve priorities for the next quarter. Think of it as your personal finance board meeting: strategic, focused, and efficient.
Monthly Insights
You’ll receive a monthly newsletter that cuts through generic financial noise to focus on topics that actually matter to finance professionals. From equity compensation strategies to tax optimization approaches, you won't find these in typical advisory content.
On-Demand Strategic Support
When urgent financial decisions arise (such as job changes, stock option exercises, or major purchases), you’ll have direct access to me via email or a scheduled focused call. No waiting weeks, get answers when you need them.
Book a Consultation
If you're a finance executive who's tired of having a fragmented financial strategy, let's talk. Book a 30-minute call to discuss your situation and see if our advisory approach is the right fit for your needs.
No sales pitch. Just a straightforward conversation about your goals and whether we're aligned.